Uma Financial Services, Inc. ETFs

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$778,000 0.13% of portfolio
19,884
Q2 2025 Reduced 11.96%
$0
$762,000 0.13% of portfolio
3,911
Q2 2025 Reduced 20.54%
$0
$651,000 0.11% of portfolio
2,328
Q2 2025 Reduced 2.72%
$0
$650,000 0.11% of portfolio
7,278
Q2 2025 Reduced 14.01%
$0
$650,000 0.11% of portfolio
7,984
Q2 2025 Added 2.54%
$0
$627,000 0.1% of portfolio
21,309
Q2 2025 Reduced 7.85%
$0
$619,000 0.1% of portfolio
12,219
Q2 2025 Reduced 2.66%
$0
$602,000 0.1% of portfolio
2,378
Q2 2025 Added 0.13%
$0
$585,000 0.1% of portfolio
947
Q2 2025 Reduced 21.35%
$0
$549,000 0.09% of portfolio
22,482
Q3 2024 Added 440.17%
$0
$542,000 0.09% of portfolio
4,033
Q2 2025 Reduced 1.73%
$0
$510,000 0.08% of portfolio
5,531
Q2 2025 Reduced 13.13%
$0
$499,000 0.08% of portfolio
2,109
Q2 2025 Reduced 2.32%
$0
$431,000 0.07% of portfolio
18,102
Q2 2025 Added 0.98%
$0
$430,000 0.07% of portfolio
2,361
Q2 2025 Reduced 1.05%
$0
$426,000 0.07% of portfolio
6,804
Q2 2025 Reduced 13.15%
$0
$417,000 0.07% of portfolio
3,808
Q2 2025 Added 1.52%
$106B
$413,000 0.07% of portfolio
1,358
Q1 2025 Reduced 26.91%
$0
$400,000 0.07% of portfolio
8,444
Q1 2025 Added 89.8%
$0
$396,000 0.07% of portfolio
6,952
Q2 2025 Added 0.42%
$0
$383,000 0.06% of portfolio
16,715
Q1 2025 Added 15.88%
$0
$374,000 0.06% of portfolio
4,709
Q2 2025 Reduced 0.17%
$0
$370,000 0.06% of portfolio
4,017
Q1 2025 Reduced 29.27%
$0
$366,000 0.06% of portfolio
14,552
Q2 2025 Added 72.4%
$0
$341,000 0.06% of portfolio
13,517
Q2 2025 Added 0.21%
$0
$323,000 0.05% of portfolio
6,385
Q2 2025 Reduced 19.57%
$0
$318,000 0.05% of portfolio
3,574
Q2 2025 Reduced 3.87%
$0
$303,000 0.05% of portfolio
4,673
Q2 2025 Reduced 3.85%
$0
$278,000 0.05% of portfolio
5,534
Q1 2025 Added 0.07%
$0
$275,000 0.05% of portfolio
3,620
Q2 2025 Reduced 18.96%
$0
$274,000 0.05% of portfolio
11,720
Q2 2025 Reduced 2.15%
$0
$248,000 0.04% of portfolio
7,215
Q2 2025 Added 1.19%
$0
$233,000 0.04% of portfolio
5,452
Q2 2025 Reduced 6.69%
$0
$232,000 0.04% of portfolio
10,396
Q2 2025 Added 0.33%
$0
$228,000 0.04% of portfolio
9,783
Q2 2025 Added 0.35%
$0
$223,000 0.04% of portfolio
1,262
Q2 2025 Reduced 5.54%
$0
$217,000 0.04% of portfolio
8,556
Q2 2025 Added 32.22%
$0
$207,000 0.03% of portfolio
1,051
Q2 2025 Added 0.19%
$0
$207,000 0.03% of portfolio
836
Q2 2025 Added 0.12%
$0
$202,000 0.03% of portfolio
3,315
Q2 2025 Added 0.45%
$0
$199,000 0.03% of portfolio
837
Q2 2025 Reduced 17.46%
$0
$191,000 0.03% of portfolio
5,575
Q2 2025 Added 237.88%
$0
$179,000 0.03% of portfolio
3,623
Q2 2025 Added 0.69%
$0
$167,000 0.03% of portfolio
7,060
Q1 2025 Added 44.38%
$0
$165,000 0.03% of portfolio
4,550
Q2 2025 Added 1.11%
$0
$158,000 0.03% of portfolio
1,197
Q2 2025 Added 0.08%
$0
$157,000 0.03% of portfolio
7,164
Q1 2025 Added 52.62%
$0
$155,000 0.03% of portfolio
6,892
Q1 2025 Added 51.74%
$0
$152,000 0.03% of portfolio
3,608
Q1 2025 Reduced 29.53%
Filter Shares Options
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email